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Users May Come and Go, But Their Records Must Live On….

These days people change jobs more than ever. And this means that your Salesforce users are constantly changing and shifting – folks leaving the company and new users being added when you add licenses or new services. As an Admin what do we do about deactivating users who leave the company? In this moment when […]

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How to give a great Salesforce User Group Presentation

Presenting at a Salesforce User Group is a great way to showcase what you have built in Salesforce and to share your ideas! And giving a presentation at a user group is a good way to get warmed up for presenting at Dreamforce- or in front of your company. However, if you don’t present a lot […]

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Getting the Most From Duplicate Alerts & Blocking

Spring ’15 introduced Duplicate Alerts and Blocking, powered by Data.com.  (Check out The Essential Guide to Duplicate Alerts and Blocking). We had a chance to sit down with Andy Louca at Thomson Reuters to discuss their work around duplicate management.  Andy and team participated in the pilot and beta of the Data.com Duplicate Alerts and […]

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Get your Chatter on!

If you’re a Salesforce Admin, one of the best things you can do for your users and for your own sanity is to understand how Chatter works and to begin using it yourself. The Chatter layer within Salesforce provides an awesome communication model throughout all of your Salesforce applications that you don’t need to invent, […]

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What Salesforce Admins can learn at SXSW 2015

As artists, entertainers, and entrepreneurs we are here to celebrate learning and growth. – Matt Walsh I’ve often referred to South by Southwest (SXSW) as “Nerd Spring Break”- a chance to be overwhelmed with new ideas and technology. As a Salesforce Admin I want to be ahead of the curve- the one who is suggesting […]

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How to Create an Admin Page Layout

In case you haven’t noticed, but Salesforce Admins are special. As a Salesforce Admin you have to be special because you are the first one called on if there is a problem. Let’s take a simple problem, but one I run into more often than not- like data being populated in a field and troubleshooting […]

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How Salesforce Admins can Command a Seat at the Table

So how did I command a Seat at the table? I was recently asked how a Salesforce Admin, like myself, who is building their career on the Salesforce platform can earn a “seat at the table” within their company. I have a voice on key initiatives and architect processes in addition to playing a large role in driving […]

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Choosing the Right Automation Tool

Right now is a great time to be a Salesforce Admin. With Lightning Process Builder, Workflow Rules, Visual Workflow, and Approval Processes, we have many great automation tools in our utility belt. As a Productivity Protector we are often working to streamline business process and deliver real business value. And if you watch any superhero […]

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Awesome Admins are Brilliant Business Analysts

This week we are taking a different approach to the post, rather than the traditional format we using an interview format. We are following up on a very popular session from Dreamforce “Admins and Business Analysts: Agents of Change” where we talk to the three presenters- Salesforce MVPs Cheryl Feldman, Eric Dreshfield, and Launa Saunders. […]

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